Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
The benefits of estate-enhanced cross-purchase agreements
By Herbert K. DaroffEach owner should have an irrevocable trust to hold personal life insurance as part of his or her personal estate planning.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
On Inheritance, UBS Urges Families to Break the SilenceOnly 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.